Local Tax Expert & Community Growth Advisor

Intuit; Mansfield (OH); On-site; USD 49,000 - 73,000; Full time

Benefits offered by this job

401(k) Savings Plan with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

Discounts on Intuit products including

Free copy of TurboTax

Marketing collaboration opportunities

Job summary

Intuit is seeking highly motivated individuals to join our TurboTax Local Service Expert team in dedicated on-site TurboTax locations across the United States. You will provide full-service tax preparation, expert tax advice, and software support, while connecting clients to a broader Intuit advisory ecosystem for ongoing year-round support.

As a local ambassador, you will grow the client base through community engagement, events, and targeted outreach, partnering with marketing tools to build

Qualifications

• EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred.
• Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.
• Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software. Familiarity with Circular 230.
• Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit.
• Must be comfortable working onsite at a TurboTax office location, primarily between 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season.

Responsibilities

• Provide Tax Expertise – Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language.
• Be a Proactive Community Ambassador – Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long‑term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness.
• Champion the Full Intuit Ecosystem – Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year‑round support.
• Build Relationships – Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long‑term trust that turns a one‑time transaction into a loyal, multi‑year relationship.
• Deliver a Best in Class Customer Experience – Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). Interact with customers both in‑person and through Intuit’s state‑of‑the‑art video communication tools. Address client inquiries while helping them overcome tax‑related challenges.

Skills

Tax preparation

Client advisory

Communication skills

Community outreach

Education

EA/CPA/Practicing Attorney

Job description

Intuit is seeking highly motivated individuals to join our TurboTax Local Service Expert team in dedicated on-site TurboTax locations across the United States. You will provide full-service tax preparation, expert tax advice, and software support, while connecting clients to a broader Intuit advisory ecosystem for ongoing year-round support.

As a local ambassador, you will grow the client base through community engagement, events, and targeted outreach, partnering with marketing tools to build